The Plus Package
$2,500 – $795 Annual Renewal
(Pricing should be used as a guide. If your document requires additional attention and/or the complexity of such falls between
our various services, an additional charge may apply.)
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ERISA
-Obtain Plan Documents
-Summary Plan Description Wrap Document
-Summary of Material Modification
-Summary of Material Reduction in Covered Services or Benefits
-Form 5500-5F (as applicable)
-Accountant’s Report
-Summary Annual Report
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FMLA
-General Notice
-Eligibility Notice
-Rights and Responsibilities Notice
-Designation Notice
-Notice of Opportunity to Change Health Plans
-Notice of Nonpayment of Premiums
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HEALTH CARE REFORM REVIEW ASSESSMENT
-Grandfathered Health Plans
– Nursing Mothers
– Annual Dollar Limits
– Annual Notice of Waiver from the Annual Dollar Limit Requirement
-Dependent Coverage
– Internal and External Appeal Procedures
– Lifetime Dollar Limits
– OTC Medicines or Drugs
– Patient Protections
– Preventive Care Mandate
– Pre-existing Condition Prohibition
– Rescission of Coverage
– Patient-Centered Outcomes Research Fee
-Exchange Notice Requirement
– Notice of Material Plan Modification
– Summary of Benefits and Coverage
– W-2 Reporting Requirement
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OTHER FEDERAL MANDATES
– Genetic Information Nondiscrimination Act (GINA)
– HSA Notice to Employees Regarding Employer Contributions
– Mental Health Parity and Addiction Equity Act (MHPAEA)
– Newborns’ and Mothers’ Health Protection Act (NMHPA)
– Qualified Medical Child Support Order (QMCSO)
– Uniformed Services Employment and Reemployment Rights Act (USERRA)
– Women’s Health and Cancer Rights Act (WHCRA)
The Employee Retirement Income Security Act (“ERISA”) requires every employer- sponsored health and welfare plan to have and maintain a written Plan Document and Summary Plan Description (or a combined Plan Document and SPD). It is your obligation under ERISA to have these documents in place. We will assist you in producing a Plan Document / SPD for the sponsoring employer, leaving you the obligation under ERISA, including your disclosure obligations to you as the plan participants. The document we provide will contain information currently required under ERISA and other Federal legislation and regulations as of the date of issue.
Although we have made every effort to accurately reflect your company’s information, the terms and provisions of benefits, and overall plan design, it is strongly recommended that information we provide you should be reviewed by your own legal counsel.
